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安姆科(AMCR)与阿普塔集团(ATR)财务数据对比。点击上方公司名可切换其他公司
安姆科的季度营收约是阿普塔集团的5.7倍($5.4B vs $962.7M)。阿普塔集团净利率更高(7.7% vs 3.2%,领先4.5%)。安姆科同比增速更快(68.1% vs 13.5%)。安姆科自由现金流更多($282.0M vs $96.9M)。过去两年安姆科的营收复合增速更高(26.4% vs 2.6%)
安姆科是全球知名的包装产品开发商、生产商与销售商,业务覆盖欧洲、北美、拉美、非洲及亚太地区,下设软包装与硬包装两大业务板块。软包装产品广泛应用于食品饮料、医药、生鲜、休闲食品、个人护理等领域,硬包装板块则为各类食品饮料提供刚性容器产品。
阿普塔集团(AptarGroup, Inc.)是总部位于美国的全球性制造企业,主营消费品分配包装产品及药物给药装置的研发与生产,目前在全球18个国家设有生产运营基地,服务医药、快消等多领域客户。
AMCR vs ATR — 直观对比
营收规模更大
AMCR
是对方的5.7倍
$962.7M
营收增速更快
AMCR
高出54.6%
13.5%
净利率更高
ATR
高出4.5%
3.2%
自由现金流更多
AMCR
多$185.1M
$96.9M
两年增速更快
AMCR
近两年复合增速
2.6%
损益表 — Q2 2026 vs Q4 2025
| 指标 | ||
|---|---|---|
| 营收 | $5.4B | $962.7M |
| 净利润 | $177.0M | $74.3M |
| 毛利率 | 19.1% | — |
| 营业利润率 | 6.1% | 11.0% |
| 净利率 | 3.2% | 7.7% |
| 营收同比 | 68.1% | 13.5% |
| 净利润同比 | 8.6% | -26.4% |
| 每股收益(稀释后) | $0.38 | $1.13 |
绿色 = 该指标领先。财年不对齐时期间可能不同
8季度营收与利润趋势
并排季度历史对比,按日历期对齐,财年错位的公司也能正确匹配
营收
AMCR
ATR
| Q4 25 | $5.4B | $962.7M | ||
| Q3 25 | $5.7B | $961.1M | ||
| Q2 25 | $5.1B | $966.0M | ||
| Q1 25 | $3.3B | $887.3M | ||
| Q4 24 | $3.2B | $848.1M | ||
| Q3 24 | $3.4B | $909.3M | ||
| Q2 24 | $3.5B | $910.1M | ||
| Q1 24 | $3.4B | $915.4M |
净利润
AMCR
ATR
| Q4 25 | $177.0M | $74.3M | ||
| Q3 25 | $262.0M | $127.9M | ||
| Q2 25 | $-39.0M | $111.7M | ||
| Q1 25 | $196.0M | $78.8M | ||
| Q4 24 | $163.0M | $100.9M | ||
| Q3 24 | $191.0M | $100.0M | ||
| Q2 24 | $257.0M | $90.5M | ||
| Q1 24 | $187.0M | $83.1M |
毛利率
AMCR
ATR
| Q4 25 | 19.1% | — | ||
| Q3 25 | 19.6% | — | ||
| Q2 25 | 17.6% | — | ||
| Q1 25 | 19.6% | — | ||
| Q4 24 | 19.3% | — | ||
| Q3 24 | 19.7% | — | ||
| Q2 24 | 21.3% | — | ||
| Q1 24 | 20.3% | — |
营业利润率
AMCR
ATR
| Q4 25 | 6.1% | 11.0% | ||
| Q3 25 | 8.0% | 14.2% | ||
| Q2 25 | 1.7% | 14.9% | ||
| Q1 25 | 9.4% | 12.8% | ||
| Q4 24 | 9.2% | 14.2% | ||
| Q3 24 | 9.3% | 15.2% | ||
| Q2 24 | 11.2% | 13.8% | ||
| Q1 24 | 9.0% | 12.2% |
净利率
AMCR
ATR
| Q4 25 | 3.2% | 7.7% | ||
| Q3 25 | 4.6% | 13.3% | ||
| Q2 25 | -0.8% | 11.6% | ||
| Q1 25 | 5.9% | 8.9% | ||
| Q4 24 | 5.0% | 11.9% | ||
| Q3 24 | 5.7% | 11.0% | ||
| Q2 24 | 7.3% | 9.9% | ||
| Q1 24 | 5.5% | 9.1% |
每股收益(稀释后)
AMCR
ATR
| Q4 25 | $0.38 | $1.13 | ||
| Q3 25 | $0.11 | $1.92 | ||
| Q2 25 | $-0.06 | $1.67 | ||
| Q1 25 | $0.14 | $1.17 | ||
| Q4 24 | $0.11 | $1.48 | ||
| Q3 24 | $0.13 | $1.48 | ||
| Q2 24 | $0.18 | $1.34 | ||
| Q1 24 | $0.13 | $1.23 |
资产负债表与财务实力
最新季度各公司的流动性、杠杆与账面价值一览
| 指标 | ||
|---|---|---|
| 现金及短期投资手头流动性 | $1.1B | $409.5M |
| 总债务越低越好 | $14.6B | $1.1B |
| 股东权益账面价值 | $11.6B | $2.7B |
| 总资产 | $37.0B | $5.3B |
| 负债/权益比越低杠杆越低 | 1.26× | 0.43× |
8季度趋势,按日历期对齐
现金及短期投资
AMCR
ATR
| Q4 25 | $1.1B | $409.5M | ||
| Q3 25 | $825.0M | $264.8M | ||
| Q2 25 | $827.0M | $169.8M | ||
| Q1 25 | $2.0B | $136.8M | ||
| Q4 24 | $445.0M | $226.2M | ||
| Q3 24 | $432.0M | $327.9M | ||
| Q2 24 | $588.0M | $223.9M | ||
| Q1 24 | $457.0M | $201.1M |
总债务
AMCR
ATR
| Q4 25 | $14.6B | $1.1B | ||
| Q3 25 | $12.8B | $546.0M | ||
| Q2 25 | $13.8B | $535.1M | ||
| Q1 25 | $8.6B | $561.2M | ||
| Q4 24 | $6.8B | $688.1M | ||
| Q3 24 | $7.2B | $822.7M | ||
| Q2 24 | $6.6B | $681.5M | ||
| Q1 24 | $7.1B | $680.4M |
股东权益
AMCR
ATR
| Q4 25 | $11.6B | $2.7B | ||
| Q3 25 | $11.7B | $2.8B | ||
| Q2 25 | $11.7B | $2.7B | ||
| Q1 25 | $3.9B | $2.5B | ||
| Q4 24 | $3.8B | $2.5B | ||
| Q3 24 | $3.9B | $2.5B | ||
| Q2 24 | $3.9B | $2.4B | ||
| Q1 24 | $3.9B | $2.3B |
总资产
AMCR
ATR
| Q4 25 | $37.0B | $5.3B | ||
| Q3 25 | $37.1B | $5.1B | ||
| Q2 25 | $37.1B | $4.9B | ||
| Q1 25 | $18.0B | $4.5B | ||
| Q4 24 | $16.2B | $4.4B | ||
| Q3 24 | $16.9B | $4.6B | ||
| Q2 24 | $16.5B | $4.5B | ||
| Q1 24 | $16.7B | $4.4B |
负债/权益比
AMCR
ATR
| Q4 25 | 1.26× | 0.43× | ||
| Q3 25 | 1.09× | 0.20× | ||
| Q2 25 | 1.18× | 0.20× | ||
| Q1 25 | 2.24× | 0.22× | ||
| Q4 24 | 1.81× | 0.28× | ||
| Q3 24 | 1.83× | 0.32× | ||
| Q2 24 | 1.70× | 0.28× | ||
| Q1 24 | 1.79× | 0.29× |
现金流与资本效率
扣除再投资后实际产生的现金。现金流比净利润更难造假
| 指标 | ||
|---|---|---|
| 经营现金流最新季度 | $503.0M | $183.7M |
| 自由现金流经营现金流 - 资本支出 | $282.0M | $96.9M |
| 自由现金流率自由现金流/营收 | 5.2% | 10.1% |
| 资本支出强度资本支出/营收 | 4.1% | 9.0% |
| 现金转化率经营现金流/净利润 | 2.84× | 2.47× |
| 过去12个月自由现金流最近4个季度 | $805.0M | $299.6M |
8季度趋势,按日历期对齐
经营现金流
AMCR
ATR
| Q4 25 | $503.0M | $183.7M | ||
| Q3 25 | $-133.0M | $177.6M | ||
| Q2 25 | $1.1B | $126.0M | ||
| Q1 25 | $117.0M | $82.7M | ||
| Q4 24 | $428.0M | $178.2M | ||
| Q3 24 | $-269.0M | $229.3M | ||
| Q2 24 | $943.0M | $143.6M | ||
| Q1 24 | $150.0M | $92.3M |
自由现金流
AMCR
ATR
| Q4 25 | $282.0M | $96.9M | ||
| Q3 25 | $-371.0M | $114.3M | ||
| Q2 25 | $894.0M | $62.5M | ||
| Q1 25 | $0 | $25.9M | ||
| Q4 24 | $330.0M | $112.2M | ||
| Q3 24 | $-414.0M | $162.7M | ||
| Q2 24 | $809.0M | $75.4M | ||
| Q1 24 | $37.0M | $16.7M |
自由现金流率
AMCR
ATR
| Q4 25 | 5.2% | 10.1% | ||
| Q3 25 | -6.5% | 11.9% | ||
| Q2 25 | 17.6% | 6.5% | ||
| Q1 25 | 0.0% | 2.9% | ||
| Q4 24 | 10.2% | 13.2% | ||
| Q3 24 | -12.3% | 17.9% | ||
| Q2 24 | 22.9% | 8.3% | ||
| Q1 24 | 1.1% | 1.8% |
资本支出强度
AMCR
ATR
| Q4 25 | 4.1% | 9.0% | ||
| Q3 25 | 4.1% | 6.6% | ||
| Q2 25 | 4.3% | 6.6% | ||
| Q1 25 | 3.5% | 6.4% | ||
| Q4 24 | 3.0% | 7.8% | ||
| Q3 24 | 4.3% | 7.3% | ||
| Q2 24 | 3.8% | 7.5% | ||
| Q1 24 | 3.3% | 8.3% |
现金转化率
AMCR
ATR
| Q4 25 | 2.84× | 2.47× | ||
| Q3 25 | -0.51× | 1.39× | ||
| Q2 25 | — | 1.13× | ||
| Q1 25 | 0.60× | 1.05× | ||
| Q4 24 | 2.63× | 1.77× | ||
| Q3 24 | -1.41× | 2.29× | ||
| Q2 24 | 3.67× | 1.59× | ||
| Q1 24 | 0.80× | 1.11× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
业务分部营收拆解
AMCR
| Flexibles Segment | $3.2B | 59% |
| Rigid Packaging Segment | $2.3B | 42% |
ATR
暂无分部数据